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Side-by-side financial comparison of AMBARELLA INC (AMBA) and Loar Holdings Inc. (LOAR). Click either name above to swap in a different company.
Loar Holdings Inc. is the larger business by last-quarter revenue ($131.8M vs $108.5M, roughly 1.2× AMBARELLA INC). Loar Holdings Inc. runs the higher net margin — 9.5% vs -13.9%, a 23.4% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs 19.3%). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs 19.8%).
Ambarella, Inc. is an American fabless semiconductor design company, focusing on low-power, high-definition (HD) and Ultra HD video compression, image processing, and computer vision processors. Ambarella's products are used in a wide variety of human and computer vision applications, including video security, advanced driver assistance systems (ADAS), electronic mirror, drive recorder, driver and in-cabin monitoring, autonomous driving, and robotics applications. Ambarella's system on chips ...
AMBA vs LOAR — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $131.8M |
| Net Profit | $-15.1M | $12.5M |
| Gross Margin | 59.6% | 52.1% |
| Operating Margin | -15.0% | 18.0% |
| Net Margin | -13.9% | 9.5% |
| Revenue YoY | 31.2% | 19.3% |
| Net Profit YoY | 37.2% | 239.5% |
| EPS (diluted) | $-0.35 | $0.13 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $108.5M | $131.8M | ||
| Q3 25 | $95.5M | $126.8M | ||
| Q2 25 | $85.9M | $123.1M | ||
| Q1 25 | $84.0M | $114.7M | ||
| Q4 24 | $82.7M | $110.4M | ||
| Q3 24 | $63.7M | $103.5M | ||
| Q2 24 | $54.5M | $97.0M | ||
| Q1 24 | $51.6M | $91.8M |
| Q4 25 | $-15.1M | $12.5M | ||
| Q3 25 | $-20.0M | $27.6M | ||
| Q2 25 | $-24.3M | $16.7M | ||
| Q1 25 | $-20.2M | $15.3M | ||
| Q4 24 | $-24.1M | $3.7M | ||
| Q3 24 | $-34.9M | $8.7M | ||
| Q2 24 | $-37.9M | $7.6M | ||
| Q1 24 | $-60.6M | $2.2M |
| Q4 25 | 59.6% | 52.1% | ||
| Q3 25 | 58.9% | 52.7% | ||
| Q2 25 | 60.0% | 53.8% | ||
| Q1 25 | 60.0% | 52.1% | ||
| Q4 24 | 60.6% | 48.9% | ||
| Q3 24 | 60.8% | 51.1% | ||
| Q2 24 | 60.9% | 49.0% | ||
| Q1 24 | 59.8% | 48.4% |
| Q4 25 | -15.0% | 18.0% | ||
| Q3 25 | -23.0% | 22.9% | ||
| Q2 25 | -30.1% | 22.2% | ||
| Q1 25 | -30.2% | 22.8% | ||
| Q4 24 | -30.9% | 19.2% | ||
| Q3 24 | -56.9% | 22.1% | ||
| Q2 24 | -72.4% | 22.9% | ||
| Q1 24 | -80.8% | 23.3% |
| Q4 25 | -13.9% | 9.5% | ||
| Q3 25 | -20.9% | 21.8% | ||
| Q2 25 | -28.3% | 13.6% | ||
| Q1 25 | -24.1% | 13.4% | ||
| Q4 24 | -29.1% | 3.3% | ||
| Q3 24 | -54.8% | 8.4% | ||
| Q2 24 | -69.6% | 7.9% | ||
| Q1 24 | -117.4% | 2.4% |
| Q4 25 | $-0.35 | $0.13 | ||
| Q3 25 | $-0.47 | $0.29 | ||
| Q2 25 | $-0.58 | $0.17 | ||
| Q1 25 | $-0.48 | $0.16 | ||
| Q4 24 | $-0.58 | $-11023.48 | ||
| Q3 24 | $-0.85 | $0.09 | ||
| Q2 24 | $-0.93 | $0.09 | ||
| Q1 24 | $-1.51 | $11023.54 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $174.1M | $84.8M |
| Total DebtLower is stronger | — | $715.7M |
| Stockholders' EquityBook value | $590.1M | $1.2B |
| Total Assets | $751.9M | $2.0B |
| Debt / EquityLower = less leverage | — | 0.61× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | $84.8M | ||
| Q3 25 | $142.7M | $99.0M | ||
| Q2 25 | $141.3M | $103.3M | ||
| Q1 25 | $144.6M | $80.5M | ||
| Q4 24 | $127.1M | $54.1M | ||
| Q3 24 | $153.9M | $55.2M | ||
| Q2 24 | $131.8M | $73.2M | ||
| Q1 24 | $144.9M | $28.2M |
| Q4 25 | — | $715.7M | ||
| Q3 25 | — | $279.4M | ||
| Q2 25 | — | $277.7M | ||
| Q1 25 | — | $277.5M | ||
| Q4 24 | — | $277.3M | ||
| Q3 24 | — | $602.1M | ||
| Q2 24 | — | $250.7M | ||
| Q1 24 | — | $534.2M |
| Q4 25 | $590.1M | $1.2B | ||
| Q3 25 | $576.5M | $1.2B | ||
| Q2 25 | $572.7M | $1.1B | ||
| Q1 25 | $561.4M | $1.1B | ||
| Q4 24 | $554.3M | $1.1B | ||
| Q3 24 | $547.6M | $769.8M | ||
| Q2 24 | $555.4M | $758.4M | ||
| Q1 24 | $559.9M | $420.6M |
| Q4 25 | $751.9M | $2.0B | ||
| Q3 25 | $706.4M | $1.5B | ||
| Q2 25 | $701.9M | $1.5B | ||
| Q1 25 | $689.0M | $1.5B | ||
| Q4 24 | $670.8M | $1.5B | ||
| Q3 24 | $650.3M | $1.5B | ||
| Q2 24 | $638.7M | $1.1B | ||
| Q1 24 | $657.7M | $1.1B |
| Q4 25 | — | 0.61× | ||
| Q3 25 | — | 0.24× | ||
| Q2 25 | — | 0.25× | ||
| Q1 25 | — | 0.25× | ||
| Q4 24 | — | 0.25× | ||
| Q3 24 | — | 0.78× | ||
| Q2 24 | — | 0.33× | ||
| Q1 24 | — | 1.27× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $34.3M | $30.4M |
| Free Cash FlowOCF − Capex | $31.4M | — |
| FCF MarginFCF / Revenue | 29.0% | — |
| Capex IntensityCapex / Revenue | 2.7% | — |
| Cash ConversionOCF / Net Profit | — | 2.43× |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $30.4M | ||
| Q3 25 | $5.5M | $29.7M | ||
| Q2 25 | $14.8M | $23.8M | ||
| Q1 25 | $25.4M | $28.4M | ||
| Q4 24 | $6.6M | $20.7M | ||
| Q3 24 | $16.7M | $16.3M | ||
| Q2 24 | $-15.0M | $7.1M | ||
| Q1 24 | $-4.0M | $10.8M |
| Q4 25 | $31.4M | — | ||
| Q3 25 | $1.4M | — | ||
| Q2 25 | $10.2M | — | ||
| Q1 25 | $21.2M | — | ||
| Q4 24 | $4.1M | — | ||
| Q3 24 | $14.2M | — | ||
| Q2 24 | $-16.1M | — | ||
| Q1 24 | $-6.0M | — |
| Q4 25 | 29.0% | — | ||
| Q3 25 | 1.4% | — | ||
| Q2 25 | 11.9% | — | ||
| Q1 25 | 25.3% | — | ||
| Q4 24 | 5.0% | — | ||
| Q3 24 | 22.2% | — | ||
| Q2 24 | -29.5% | — | ||
| Q1 24 | -11.6% | — |
| Q4 25 | 2.7% | — | ||
| Q3 25 | 4.3% | — | ||
| Q2 25 | 5.3% | — | ||
| Q1 25 | 5.0% | — | ||
| Q4 24 | 3.0% | — | ||
| Q3 24 | 4.0% | — | ||
| Q2 24 | 2.1% | — | ||
| Q1 24 | 3.7% | — |
| Q4 25 | — | 2.43× | ||
| Q3 25 | — | 1.08× | ||
| Q2 25 | — | 1.42× | ||
| Q1 25 | — | 1.85× | ||
| Q4 24 | — | 5.62× | ||
| Q3 24 | — | 1.89× | ||
| Q2 24 | — | 0.93× | ||
| Q1 24 | — | 4.81× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AMBA
| TW | $76.0M | 70% |
| Asia Pacific Other Than Taiwan | $20.2M | 19% |
| North America Other Than United States | $7.4M | 7% |
| Other | $5.0M | 5% |
LOAR
| Other | $76.8M | 58% |
| Commercial Aerospace | $21.2M | 16% |
| Business Jet And General Aviation | $17.6M | 13% |
| Defense | $16.2M | 12% |
